Executive Assistant
Edgewoodpartnersinsurancecenter · 134 E Washington St, New Castle PA 16101; 31 S. Mercer Street New Castle, PA 16101 · Posted Jun 29, 2026
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Come join our team!
There are many reasons why EPIC Insurance Brokers Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.
Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.
Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!
Our division of EPIC, Treloar Heisel, is a nationally recognized brand dedicated to serving dental and medical professionals. We specialize in helping clients secure their financial future through tailored insurance solutions and expert guidance.
Executive Assistant – VP Business Development VP Operations
Location : New Castle, PA (On-site)
Greater New Castle region, including nearby communities in PA and OH
ZIP Codes: 15009, 15010, 16112, 44512, 44403, 16001, 44406, 16066, 16116, 16117, 16127, 16148, 44425, 16137, 16101
Position Overview
The Executive Assistant (EA) provides high-level administrative and operational support to the Vice President of Business Development and the Vice President of Operations at Treloar Heisel. This role serves as a trusted partner to executive leadership, enhancing efficiency by centralizing scheduling, communications, meeting preparation, and follow-up activities.
The EA plays a key role in translating strategic priorities into actionable tasks, ensuring alignment across business development, operations, training, and partner initiatives. Success in this position requires strong judgment, discretion, proactive execution, and the ability to thrive in a fast-paced professional services environment.
Executive Administrative Support
Manage complex calendars, schedule meetings, and coordinate travel arrangements
Prepare agendas, meeting materials, notes, action items, and follow-ups
Draft and edit professional correspondence, presentations, reports, and executive summaries
Serve as a communication gatekeeper by prioritizing requests and escalating urgent matters
Maintain confidentiality of sensitive information and leadership materials
Identify risks, inconsistencies, or gaps in information presented to leadership
Business Development, Training Content Support
Support sales leadership meetings, conferences, national sales meetings, and training events
Develop and maintain presentation materials, program outlines, and training resources
Assist in drafting training content for new hires using executive direction and AI tools
Generate first-draft scripts, talking points, and educational content for executive review
Track follow-ups related to strategic relationships and sales initiatives
Operations, Reporting Leadership Coordination
Compile and synthesize monthly operational and financial data into executive-ready summaries
Highlight key insights: what changed, why, and required leadership actions
Prepare presentation materials, briefings, and executive communications
Develop pre-meeting talking points and post-meeting recap summaries
Maintain partner updates, including risks, escalations, and key actions
Coordinate cross-functionally with Sales, LDI Processing, P C, IT, and Finance teams
Support tracking and execution of key operational initiatives
Project Management Microsoft Teams Coordination
Utilize Microsoft Teams to manage projects, timelines, and cross-functional deliverables
Translate leadership discussions into initiatives, action plans, and problem statements
Track risks, dependencies, and decision logs
Prepare tailored status updates for various audiences
Provide continuity and context on ongoing initiatives and partnerships
Recruiting, Travel Event Coordination
Coordinate interview scheduling and prepare candidate materials in partnership with HR
Organize national meetings, corporate events, and partner engagements
Manage travel logistics, including flights, accommodations, and transportation
Coordinate group meals and event logistics
Prepare detailed itineraries and event summaries
Qualifications:
5+ years supporting senior executives in a professional services environment
Proven ability to manage multiple priorities across senior leaders
Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint) and Teams
Experience leveraging AI tools for drafting, summarization, and content creation
Excellent written and verbal communication ski…